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Writer's pictureRama Al-Erksusi

Dynamic Formulary, "Create Date" Column, New Import Option for Retention Use Cases, and More

Updated: 6 days ago

Release 11/19/24


 

Dynamic Pricing

SKU Level Dynamic Pricing Formulary


Suppliers can now manage pricing dynamically at the SKU level and create formularies on the fly with the new Margin and Competitor Discount rules in the Dynamic Formulary tab. These rules enable precise price adjustments by maintaining specific margins or applying discounts to competitor prices. Ideal for users with no structured or limited pricing tiers.


 

Create date column

"Create Date" Column and Filter


A new "Create Date" column has been added to the customers section for host organizations, displaying when each customer was created. Users can sort customers by creation date, from most to least recent for easier organization. Additionally, a "Create Date" filter was added to allow users to narrow down customers based on certain timeframes.


 

Import Option for Internal Products

New Import Option for Internal Products


Suppliers can now upload their existing customers' purchase history using the new "Upload Internal Products" option. This feature allows hosts to place customers on a specific formulary, unlocking greater savings that can be shared later. A powerful feature for enhancing retention and showcasing value.


 

Icon for Auto-assigned Spend

Enhanced Visibility for Spend Assignment Method


To enhance clarity in the Customers section, an icon now indicates whether a customer's Annual Spend was set manually or calculated automatically by the system. A new "Annual Spend Assignment" filter also allows users to refine the customer list based on the method used.


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